Steven Kolinsky
Steven Kolinsky is a ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in Ramsey, NJ, with 41 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
500 N Franklin Turnpike, Suite 104, Ramsey, NJ, 07446
Get directionsHistory
Regulatory History (6)
Regulatory
September 2012Regulatory
August 2012Customer Dispute
August 2012Regulatory
November 2011Regulatory
April 2010Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Steven owns KWM TPA Services, providing pension plan administration, dedicating minimal time. He also sells and services non-variable insurance and annuities, spending minimal time on this investment-related activity.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
The Strategic Financial Alliance, INC.Broker
American Portfolios Financial Services, INC.Broker
Kolinsky Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Investors Capital CORP.Broker
Kolinsky Wealth Management, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
New England SecuritiesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.